AI-Powered Portfolio Monitoring
Track covenants across your entire portfolio. AI-powered analysis. Self-hosted for data sovereignty. Know before your lenders do.
Self-hosted. Your data never leaves your network. Enterprise AI at small-firm prices.
73% of PE firms cite covenant monitoring as a major operational bottleneck.
Covenant tracking doesn't scale. As your portfolio grows, spreadsheets become unmanageable, error-prone, and impossible to audit.
You find out about breaches after lenders call. By then, it's too late to negotiate or remediate. You're always playing catch-up.
Sensitive financial data scattered across cloud tools. When LPs ask where their portfolio data lives, what's your answer?
Institutional-grade monitoring, delivered on your infrastructure.
AI automatically tests covenants against thresholds. Debt/EBITDA, Interest Coverage, Current Ratio - all monitored in real-time.
Upload financials in any format. Our AI extracts the data you need without manual entry or reformatting.
Your data stays on your infrastructure. No third-party clouds. Full data sovereignty for LP compliance.
Stop staring at twelve spreadsheets. COVENANT rolls every portfolio company's covenant posture into one health score the investment committee can read in three seconds.
Real-time covenant testing across every LBO in the book. Green means tested and clean. Yellow means within ten percent of a covenant trip. Red means breach. Click through to any company for the full test-by-test drill-down.
Illustrative dashboard. Live product uses your fund's covenant schedule and financials.
Cross-default provisions turn a single covenant trip at one portfolio company into a cascade through your capital structure. This is the pattern COVENANT catches before the LPs ask about it.
Company A trips a leverage covenant. COVENANT's lender-graph analysis surfaces every shared-lender exposure, MFN clause, and cross-default provision that drags B, C, and D into the cascade before the original lender's demand letter even lands. Your workout team has a two-week head start.
Drag the slider to match your portfolio. The math comes from finance teams who still run covenant tracking in Excel.
Estimates based on industry PE ops benchmarks. Your mileage varies with fund size, covenant complexity, and how busy your FP&A team already is.
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